Client reporting built for better pricing
Client reporting should show which clients are helping your firm grow, and which ones need attention.
Link gives partners and managers clear reporting by client, client group, and service, bringing together WIP movements, write-offs, revenue, cost, profit, ROI, and average hourly rates in one place.
This makes it easy to sort clients from highest to lowest value, so you can see which clients are highly profitable and which are quietly costing the firm money.
With accurate, reconciled data, Client Reporting gives firms the insight needed to review pricing, lift fees, and make better decisions across the client base.
Why Choose Link for Managing Client Performance?
Most firms know some clients are more profitable than others, but they don’t have the reporting depth to see it clearly.
Link shows client performance in detail, from client groups down to individual clients and services. You can quickly compare revenue, write-offs, profit, ROI, and average hourly rates across your entire client base.
Because every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, firms can trust the data. Scheduled reports can also be sent directly to management, keeping client performance visible and decision-making faster.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Simon Ward, Director Arcus Advisory“We had no reliable way to know how much work we actually had on, what reasonable turnaround times looked like, or where we sat relative to our true capacity ceiling.”
Terri Gamble, DirectorSMYD Accounting / Advisory“We can quickly see where every team member is up to, which allows us to allocate work to the best person for the job at any given time.”
Phoebe Meares, Head of OperationsSP Solutions“You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”
Daniel Izzo, Operations Manager“Instead of guesswork, the team now has immediate visibility across the business. “Productivity reports across staff, clients and the firm's performance” are now readily available, alongside the “ability to track WIP and assist with invoicing and workflow,” which Daniel describes as “a huge win".”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.